Geneos Wealth Management Inc. Victory Portfolios Ii Shs Inco Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Victory Portfolios Ii Shs Inco stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,682 shares of CDC stock, worth $177,038. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,682
Previous 2,193 22.3%
Holding current value
$177,038
Previous $144,000 18.06%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$58.28 - $65.68 $28,498 - $32,117
489 Added 22.3%
2,682 $170,000
Q1 2025

May 21, 2025
SELL
$61.46 - $66.32 $8,604 - $9,284
-140 Reduced 6.0%
2,193 $144,000
Q1 2025

May 07, 2025
SELL
$61.46 - $66.32 $1,229 - $1,326
-20 Reduced 0.85%
2,333 $153,000
Q4 2024

Jan 21, 2025
BUY
$61.65 - $67.55 $145,062 - $158,945
2,353 New
2,353 $147,000

Others Institutions Holding CDC

# of Institutions
112
Shares Held
8.82M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS INCO

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  • Ticker CDC
  • Sector ETFs
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